Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| META (Meta Platforms, Inc.) | 23.00% | 41.48% | 62.59% | 24.65% | 23.51% | NA | NA | 25.37% |
Data as of 07/03/2025, AR inception is 05/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| META (Meta Platforms, Inc.) | 05/18/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 41.48 | 62.59 | 24.65 | 23.51 | NA | NA | 25.37 | 23.00 | 66.05 | 194.13 | -64.22 | 23.13 | 33.09 | 56.57 | -25.71 | 53.38 | 9.93 | 34.15 | 42.77 | 105.30 | -30.37 |
| Sharpe Ratio | NA | 1.03 | 1.42 | 0.53 | 0.57 | NA | NA | 0.60 | 1.13 | 1.75 | 5.05 | -0.98 | 0.78 | 0.71 | 1.99 | -0.69 | 3.11 | 0.35 | 1.33 | 1.21 | 2.38 | -0.70 |
| Standard Deviation(%) | NA | 37.06 | 43.77 | 44.28 | 38.73 | NA | NA | 39.98 | 42.61 | 35.69 | 38.18 | 67.23 | 29.54 | 46.07 | 27.71 | 39.16 | 17.03 | 27.84 | 25.67 | 35.38 | 44.23 | 64.24 |
| Draw Down(%) | NA | 34.15 | 51.46 | 76.74 | 76.74 | NA | NA | 76.74 | 34.15 | 18.43 | 12.97 | 73.74 | 19.71 | 34.59 | 16.02 | 42.96 | 6.32 | 13.68 | 16.57 | 22.06 | 29.47 | 53.63 |
| Yield(%) | 0.00 | 0.40 | 0.60 | 0.25 | 0.35 | 0.53 | 0.40 | 0.61 | 0.18 | 0.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 05/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| META (Meta Platforms, Inc.) |
-21.37%
Oct 2019 - Oct 2022 |
-12.35%
Oct 2017 - Oct 2022 |
15.48%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| META (Meta Platforms, Inc.) |
70.45%
Aug 2012 - Aug 2015 |
56.95%
Aug 2012 - Aug 2017 |
27.70%
Jun 2013 - Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart